Leo Labourdette
Leo Labourdette is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Mandeville, LA, with 38 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
594 Asbury Dr., Suite B, Mandeville, LA, 70471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leo is an investment advisor representative (IAR) with Martin and Associates, spending about half of his time on portfolio management and securities sales. He also owns Labourdette Financial Services, LLC and engages in life and fixed annuity sales through a sole proprietorship, dedicating about half his time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Martin & Associates Investment Advisory Services LLC
Previous Registrations
Fsc Securities CorporationBroker
Investacorp, INC.Broker
Investacorp, INC.Broker
Meridian, Dunhill & CO., INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations13 states
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